CHECKLIST AT TIME OF DEATH
|
|
|
- Charlene Richardson
- 5 years ago
- Views:
Transcription
1 CHECKLIST AT TIME OF DEATH Contact funeral home Ask funeral home director to help you get 10 copies of death certificate You may also get death certificates from the county clerk s office Check and take care of decedent s home and pets Make sure to put valuables in a safe place Keep the house locked if no one is home Contact decedent s employer Speak with human resources department so they can provide you with any paperwork necessary Contact attorney to review will or probate process Contact Financial Advisor Make a list of any regular bills to have as a reminder and automatic payment plans Utility bills Long term debts Rental Fees Property tax bills Insurance bills Credit card and Debit card bills Contact Post Office to forward any mail if necessary Cancel Services that are no longer needed (phones, cable, internet) *Make sure to keep a note of all calls you make with the date and time. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Lerner Csernai and Fath and Cambridge are not affiliated
2 Funeral Planning Checklist Planning a funeral is a complicated process, which is made even more difficult by the emotional stress that accompanies the death of a loved one. Fortunately, many of the arrangements can be made ahead of time, which will decrease the burden on those left behind. Use the checklist below to make sure that your final wishes are carried out. Type of Service Burial/Cremation Graveside/Crematory Service Memorial Service Additional Events Viewing/Wake/Visitation/Reception Specific Religious Observances Location of Services and Events Funeral Home Church/Temple/Mosque/Other Gravesite Selection of Burial/Cremation Plot Above/Below Ground Memorial/Grave Marker/Inscription Viewing/Visitation Site Specific Requests Other Affairs Charity Donations in Memoriam Groups/Clubs/Organizations to be Notified and/or Invited to Funeral Collect Personal Information for Obituary How Will the Funeral be Financed? Family Arrangements Death Certificate Burial Permit Compose and Submit Obituary Transportation To/From Funeral Time/Date of Service Location and Food for Reception Funeral Service Details Pallbearers Clergy/Officiator Music/Hymns/Solos Selection of Individual(s) to Deliver Eulogies Scriptures/Literature to be Recited and Individual(s) to Deliver Religious or Symbolic Items to be Displayed Attire/Jewelry of the Deceased Photograph(s) to be Displayed Specific Individuals to be Invited Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/ SIPC. Advisory services offered through Cambridge Investment Research Advisor, Inc., a Registered Investment Advisor. Lerner Csernai and Fath and Cambridge are not affiliated
3 DOCUMENTS YOU MAY NEED Death Certificates (10 15) Social Security Card Driver s License Marriage Certificate or Domestic Partnership Registration Court Documents for Divorce (including any property settlement agreements, name changes, prenuptial agreements, adoptions, etc.) Birth Certificate Birth Certificate for each child, if applicable Will and/or Trusts Deceased Final Instructions Prepaid Funeral Contracts Insurance Policies (Life and/or Health) Deed and Titles to Property (Community Property Agreements) Mortgages Automobile Title and Registration Papers Financial Accounts (Investment Account Statements) Stock Certificates Bank Books / Statements Loan and Installment Payment Books and/or Contracts Pension/Retirement plan statements Recent Income Tax Forms and W 2 Forms Honorable Discharge Papers for a Veteran and/or V.A. Claim number Passport, Citizenship, Immigration and/or Alien Registration Papers Safe deposit box information (key) Storage Locker Contract
4 AGENCIES TO NOTIFY (All may not be applicable) Government Agencies Social Security Administration Department of Motor Vehicles (if had driver s license or state ID) U.S. Citizenship and Immigration Service (if not a U.S. citizen) Veteran s Administration (if formerly in the military) Defense Finance and Accounting Service (if military retiree receiving benefits) Office of Personnel Management (if former federal civil service employee) Financial Companies Banks and credit unions Mortgage companies and lenders Credit card and merchant card companies Pension providers Financial planners and stockbrokers Insurance and Annuity Companies Life insurance and Annuity companies Health, Medical, Dental insurers Disability Insurance insurer Mutual Benefit companies Automotive insurer Credit Reporting Agencies Experian Equifax TransUnion Do Not Contact List Direct Marketing Association (register at dm.com/cgi/ddnc) *For a $1.00 fee you can list the decedent s name on the Deceased Do Not Contact List which is maintained by the Direct Marketing Association.
5 Credit Reporting Agency Notification REQUESTING PARTY Name: Address: Phone #: DECENDENT Name: Date of Death: Date of Birth: Location of Birth: Social Security Number: PRIOR ADDRESS OF DECEDENT (any over the past five years) (1) (2) (3) RELATIONSHIP OF REQUESTING PARTY TO DECEDENT Spouse Personal Representative of Estate Other: DIRECTIONS TO CREDIT AGENCY: Please initial each request you wish to make to the Credit Agency receiving this notification. Post on the Decedent s credit report: Deceased. Do Not Issue Credit Please forward to me at the address listed above the current copy of the Decedent s credit report Date: Signature of Requesting Party
6 End of Life Planning Checklist The loss of a loved one can be a very difficult time. Along with dealing with the grief, there are many important tasks that need to be completed. Use the checklist below as you plan for the legal, financial, health and emotional issues faced at the end of life. Estate Planning Documents Will/Trust Power of Attorney/Medical Power of Attorney Medical Directive/DNR Funeral Planning (see Funeral Planning Checklist) Other Important Documents Birth Certificate/Immigration Documents/SSN & Card/Driver s License/Military Identification/Service Records Marriage/Divorce Papers Letters/Bequests Finances Sources of Income/Tax Returns Bank/Retirement/Investments/Brokerage Accounts (PIN # s and pass codes) Stock and Bond Certificates Life Insurance Policies Credit Card Accounts (including PIN # s and pass codes) Liabilities (debt, loans, mortgages) Insurance (home, auto, boat, etc) Medical Insurance Cards/Coverage/List of Healthcare Providers Personal Medication/Dosage/Instructions Professional Contacts Name/Address/Phone/ Financial Advisor Accountant Attorney & Estate Lawyer Insurance Agent Executor Beneficiaries of Estate Family, Friends, Colleagues Miscellaneous Safety Deposit Box/Home Safe (location and pass codes) Memberships/Subscriptions (note those with automatic payments) Computer/ /Social Media/Online Services (login information, security questions) Pets (medication, diet) Personal Property Home/Land/Auto (deeds, titles, loan details, warranties) Home/Land Improvement Documentation (include receipts) Utilities/Maintenance Information Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/ SIPC. Advisory services offered through Cambridge Investment Research Advisor, Inc., a Registered Investment Advisor. Lerner Csernai and Fath and Cambridge are not affiliated
DEATH NOTIFICATION CHECKLIST
DEATH NOTIFICATION CHECKLIST When a family member or friend has died, it is important to notify various government agencies, banks, creditors and credit reporting agencies of the death. To reduce the risk
Taking the Next Step A Resource Guide for Beneficiaries. Liberty Mutual Insurance GROUP BENEFITS
Taking the Next Step A Resource Guide for Beneficiaries Liberty Mutual Insurance GROUP BENEFITS The following checklist includes key activities and important documents that may be required to settle your
SURVIVORS CHECKLIST. Mirau Capital Management Sudderth Drive Ruidoso, NM
SURVIVORS CHECKLIST Mirau Capital Management 1860 Sudderth Drive Ruidoso, NM 88345 Toll Free: 888.668.9327 Phone: 575.258.1273 Fax: 888.539.3924 www.miraucapital.com Securities and advisory services offered
After a Death. A practical guide for the days and weeks ahead. In the Days Ahead
UW MEDICINE PATIENT EDUCATION After a Death A practical guide for the days and weeks ahead This handout provides a checklist to help you organize the many tasks that need to be done after a death. You
FINANCIAL WELLNESS. Your Financial and Personal Information Document
FINANCIAL WELLNESS Your Financial and Personal Information Document Sharsheret 2013 Your Personal Financial IQ Can you answer the following questions? Where do you keep your important financial documents?
After a Death. A practical guide for the days and weeks ahead. In the Days Ahead. valleymed.org/griefresources
After a Death A practical guide for the days and weeks ahead This handout provides a checklist to help you organize the many tasks that need to be done after a death. In the Days Ahead Families have found
ESTATE INFORMATION PACKET CHECKLIST: Making Sure Your Affairs Are in Order
Making Sure Your Affairs Are in Order Assembling an Estate Information Packet can bring you peace of mind and eliminate stress for your loved ones. Use this Word document as a guide. Click on the box to
What to do when a loved one dies A survivor s checklist.
What to do when a loved one dies A survivor s checklist. IMMEDIATELY FOLLOWING THE DEATH, YOU SHOULD: 1. Contact the funeral home to take your loved on into their care. 2. Contact your minister. 3. Alert
Detailed Survivor s Checklist What To Do After A Family Member Dies
Cyndy Montgomery, CFP, CPA* Direct: 972-361-3838 Cyndy.montgomery@LFG.com Detailed Survivor s Checklist What To Do After A Family Member Dies NOTE: This checklist assumes there is a surviving spouse. If
ONE TO SIX MONTHS AFTER
THINGS TO REMEMBER Losing a loved one can be overwhelming and emotionally draining. And in the wake of that loss, money may be the last thing on your mind when you re dealing with making arrangements and
Thank you for downloading this packet - we hope you and your loved ones find it useful.
Organizing Affairs Thank you for downloading this packet - we hope you and your loved ones find it useful. As the first hospice in Central Texas, Hospice Austin was established in 1979 to ease the physical,
A guide to estate settlement
After the loss of a loved one A guide to estate settlement Investment and Insurance Products: u NOT FDIC Insured u NO Bank Guarantee u MAY Lose Value We re here to help The loss of a loved one can be
The Social Security Administration requires the following information:
When A Death Occurs The time immediately following the death of a loved one can be days of intense sorrow and emotional stress. The Funeral Director may act as an advisor on many of the immediate problems;
A Love Letter to My Family
Henry B. Summer and Company 1508 Lindsay Street, Newberry, SC 29108 Phone: (803) 276-4246 Fax: (803) 276-9555 A Love Letter to My Family In an attempt to simplify matters for you, I have written this letter
Your Personal Records Organizer
Your Personal Records Organizer Personal Records Organizer Keeping your personal and financial documents up to date is important for a number of reasons. It provides your Executor or Power of Attorney
Survivor s Guide. This guide is not for my benefit, it is for my family I have completed this because, I love you.
Survivor s Guide This guide is not for my benefit, it is for my family I have completed this because, I love you. Table of Contents Take Time Now to Plan 3 Location of Important Papers 4 Important Contacts
Survivor s Guide. Take Time to Plan. This Guide is Not For My Benefit. It is For My Family. I have Completed This Because I Love You.
2016 Survivor s Guide Take Time to Plan This Guide is Not For My Benefit It is For My Family. I have Completed This Because I Love You. [Type text] 9999 NE 2 nd Avenue, Suite 203, Miami Shores, FL 33138
Important Family Information The Elephant in the Room
Important Family Information The Elephant in the Room Your Financial Plan B Survivor Guide WSFinancialPartners.com/Elephant CF-66-23000 (1704) 1/8 Elephant in the Room: Financial Plan B Essentials No one
Information for My Heirs Guide
Information for My Heirs Guide This Guide Is Not for My Benefit. It Is for My Family, I Have Completed This Because I Love You. Table of Contents Take Time Now to Plan 3 Location of Important Papers 4
Steps to follow after the demise of loved ones
Steps to follow after the demise of loved ones --- By Dr. Prasad Thotakura Dallas, TX, USA prasadthotakura@gmail.com (M): 817-300-4747 As quoted in epic Hindu scripture Bhagavad Gita, Death is Inevitable
Coping With Death. Important tasks FINANCIAL EDUCATION SERIES
TRANSITIONS Coping With Death FINANCIAL EDUCATION SERIES Suffering the loss of a loved one is one of life s most traumatic events. Being able to have the right support and resources available to you during
T R A N S I T I O N S Coping with Death
T R A N S I T I O N S Coping with Death Suffering the loss of a loved one is one of life s most traumatic events. Being able to have the right support and resources available to you during this challenging
SURVIVOR'S CHECKLIST
SURVIVOR'S CHECKLIST The death of a loved one is a trying time that can make the details of settling the estate overwhelming. This checklist will help organize the steps you need to take. Keep in mind
Financial Keepsake. Financial Keepsake
Financial Keepsake Financial Keepsake Updated: Your Financial Keepsake is provided to ensure important personal and financial information is at your fingertips when you need it most. Use it to keep track
A Guide for. Preparing for Your Future Protecting Your Loved Ones
A Guide for Preparing for Your Future Protecting Your Loved Ones Revised February 2011 TABLE OF CONTENTS INTRODUCTION ii PERSONAL INFORMATION (Preparing for Your Future) Pages 1-13 SPIRITUAL PLANNING Pages
Getting Organized. Estate Inventory Form 2. Values Planning 6. Final Arrangements 7. Obituary and Other Information for Friends and Family 10
Getting Organized Use the tab or arrow buttons to fill out this form electronically. Save a copy for easy revision and E-mail a copy to your attorney. Estate Inventory Form 2 Values Planning 6 Final Arrangements
Family Record Book CARNEY DYE, LLC
Family Record Book CARNEY DYE, LLC www.carneydye.com E-mail: jack@carneydye.com and Shannon@carneydye.com 205-802-0696 Fax: 205-969-8182 Office 300 Office Park Drive, Suite 160, Birmingham, Alabama 35223
A Financial Guide Following the Loss of a Loved One
A Financial Guide Following the Loss of a Loved One RBFCU is Here To Help Please accept our sincerest condolences at this time and know that we are here for you, every step of the way. Coping with the
PLANNING YOUR ESTATE
PLANNING YOUR ESTATE Helping Your Family Find Important Documents A guide by safelyfiled It s not easy planning your own estate. It reminds you of your mortality. Yet, making sure that your surviving family
Take the worry out of planning your legacy. Document your plans
Take the worry out of planning your legacy Document your plans 1 It s easy one central location for life s essential records Save your loved ones stress and worry with careful planning and organization
Croak Book: Information & Document Locator
Croak Book: Information & Document Locator Information Neded Following a Death Locating Important Items Key Contacts General Items Table of Contents documents that should always bereadily available Items
Member Guide to Account Settlement
800-755-0055 www.altra.org Member Guide to Account Settlement Prepatory Steps Table of Contents Preparatory Steps Altra Federal Credit Union is here to help. The loss of a loved one can be made more difficult
Note: Before completing this form, please save and rename the form so that you will have a blank original for future use by other family members.
Note: Before completing this form, please save and rename the form so that you will have a blank original for future use by other family members. Date: Full Legal Name: In the event I become seriously
God s Healing Hands Ministry
God s Healing Hands Ministry C Greene Rosen, No Plans Resources during times of Loss Death Let us help you during this time of great loss. Your mind may not be thinking right, you may be in shock and you
A GUIDE TO. Settling Your Loved One s Accounts
A GUIDE TO Settling Your Loved One s Accounts A GUIDE TO Settling Your Loved One s Accounts Please note that the information provided in this booklet is for general informational use, and does not replace
Personalizing the Funeral Service
Personalizing the Funeral Service Group Life What You Need To Know Introduction Since a will is usually not read until after the funeral, it s not a good place to indicate your funeral preferences. It
Checklist for the Passing of a Family Member
Checklist for the Passing of a Family Member Julie A. Clairmont-Shide The Harbor Financial Group at Morgan Stanley Checklist for the Passing of a Family Member The death of a family member is a difficult
LETTER OF LAST INSTRUCTION WORKSHEET
LETTER OF LAST INSTRUCTION WORKSHEET LOCATION OF PERSONAL PAPERS Cross out the items that do not apply Birth and Baptismal Certificates Communion and Confirmation Certificates Marriage Certificate Divorce
What to Do When a Loved One Dies
What to Do When a Loved One Dies Handling a loved one s death is never easy. In addition to the emotional aspects, the financial and legal details can seem daunting. This guide offers some basic information
Advisors: Some of the people you may need to contact are listed below: From:
To my Family In an attempt to make things easier for you, I(We) have written this letter to provide you with information that will be necessary for you, when the time arises. From: My Social Security number
Chevron. What Your Survivors Will Need to Know. Contents
What Your Survivors Will Need to Know A product of the Chevron Retirees Association Chevron Retirees Association Revised June 2014 Contents 1 Introduction 2 Work Sheet 1 Personal Information 6 Work Sheet
PERSONAL AFFAIRS RECORD
RETIREE ACTIVITIES OFFICE HANSCOM AFB, MA 01731 PERSONAL AFFAIRS RECORD PERSONAL AND FAMILY DATA DATE NAME First Middle Last RETIRED GRADE/SERIAL NUMBER (S) SSN DOB PLACE OF BIRTH City County State FATHER
What My Family Should Know
What My Family Should Know A GUIDE FOR GETTING YOUR AFFAIRS IN ORDER Date Completed: 1 Foreword We cannot stress too often the importance of getting your personal affairs in order. This process is important
A CHECKLIST OF WHAT TO DO WHEN A LOVED ONE DIES
A CHECKLIST OF WHAT TO DO WHEN A LOVED ONE DIES What To Do When A Loved One Dies? When a loved one passes away, it is an understandably stressful time. It can be even more stressful and/or traumatic trying
LIFE EVENT SERVICES LIFE PLANNER. Information for your loved ones. Courtesy of:
LIFE EVENT SERVICES LIFE PLANNER Information for your loved ones Courtesy of: Investment and Insurance Products: Not Insured by FDIC or any Federal Government Agency May Lose Value Not a Deposit of or
WEALTH GUIDANCE, INC. The 25 Documents You Need Before You Die. Health Investments Insurance Estate Important Documents
WEALTH GUIDANCE, INC. The 25 Documents You Need Before You Die Health Investments Insurance Estate Important Documents HEALTH Item 1.a. Prescription Drugs List Enclosed is a form for listing prescription
Harris mycfo Estate Organizer
Harris mycfo Estate Organizer After completing this form on your computer, please select Save As from the File menu, give the file a name, and save to your hard drive. You may want to print a hard copy
Preparing for the Unexpected: What You and Your Survivors Need to Know and Do
> Introduction > Employees: What to Do Ahead of Time > Survivors: What to Do When Your Loved One Dies > Phillips 66 Resources for Employees and Survivors Preparing for the Unexpected: What You and Your
PERSONAL FINANCIAL RECORD SYSTEM & LETTER OF LAST INSTRUCTION
& LETTER OF LAST INSTRUCTION CLIENT NAME: Spouse / Significant other name: The Center for Financial Planning has prepared these two forms (together) to assist you in your financial record keeping. You
Revised 11/21/2017 FLOWN WEST CHECKLIST IN THE EVENT OF DEATH OF A RETIREE, SPOUSE OR DEPENDENT
FLOWN WEST CHECKLIST IN THE EVENT OF DEATH OF A RETIREE, SPOUSE OR DEPENDENT The following items are to enable you to find the answers for your estate upon the death of a TWA Retiree or Spouse: Make copies
These Are My Wishes. This Booklet Prepared by : Contains valuable Information Reguarding My Wishes Please When Reading This Know That I Love You
These Are My Wishes This Booklet Prepared by : Contains valuable Information Reguarding My Wishes Please When Reading This Know That I Love You Planning is something we all try to do, but what about preplanning?
Life changes. We ll be there. A Helpful Guide Upon the Loss of a Loved One
Life changes. We ll be there. A Helpful Guide Upon the Loss of a Loved One Important information to have available when filing a claim n Policy number(s) n Full name of the deceased n Date and manner of
MY LAST WILL AND FINAL ARRANGEMENTS
MY LAST WILL AND FINAL ARRANGEMENTS Includes: Personal Record Guide Things to Consider Family s Checklist Final Arrangements Online Information DON T LEAVE YOUR FINAL WISHES TO CHANCE MY LAST WILL AND
Critical information where and when you need it
DOCUMENT LOCATOR & Letter of Instruction Critical information where and when you need it COURTESY OF DOCUMENT LOCATOR & Letter of Instruction PERSONAL INFORMATION (Individual, Spouse, Children) Relationship
INFORMATION ORGANIZER
INFORMATION ORGANIZER www.susansandys.com 3802 E. Shangri La Road, Phoenix, AZ 85028 602.996.4076 susan.sandys@azbar.org GENERAL What Estate Planning documents do you have and where do you keep them? Revocable
My LAST WILL AND FINAL ARRANGEMENTS
My LAST WILL AND FINAL ARRANGEMENTS Includes: Personal Record Guide Things to Consider Family s Checklist Final Arrangements Online Information 84345 0913 Don t leave your final wishes to chance my Last
YOUR LEGACY AND LAST WISHES GUIDE BE THE UNSUNG HERO YOU VE ALWAYS BEEN
YOUR LEGACY AND LAST WISHES GUIDE BE THE UNSUNG HERO YOU VE ALWAYS BEEN WELCOME This Guide is for the hero in you. The one that hears the call to always be the caregiver for your family. The one that understands
WORKSHEET 3.3 Record of Important Papers
WORKSHEET 3.3 Record of Important Papers You have many important papers relating to personal records, property ownership, insurance, finances and other business affairs. This guide will help you inventory
AGENT FOR EXECUTOR SOLUTIONS
AGENT FOR EXECUTOR SOLUTIONS BEING AN EXECUTOR ISN T EASY I ve never been an executor before. I don t know where to start. I want to make sure that I take care of the estate and the beneficiaries properly.
What My Family Should Know
What My Family Should Know Name: Prepared by Kristin Lillquist Reeder Law Office of Kristin Lillquist Reeder, PLLC 2370 130th Ave. N.E., Suite #103 Bellevue, WA 98005 (425) 861-1109 (425) 882-0313 fax
Love Letter to My Family
Love Letter to My Family From (Effective, 20 ) Dear Family, This letter is an attempt to make things easier for you when the need arises. It is not intended to replace any of my legal or other estate planning
A Guide To. Unfinished Business
A Guide To Unfinished Business The intent of this guide is to help you with the unfinished paperwork and decisions that can be overwhelming after the death of a loved one. The information and suggestions
ONE TO SIX MONTHS AFTER
THINGS TO REMEMBER Losing a loved one can be overwhelming and emotionally draining. And in the wake of that loss, money may be the last thing on your mind when you re dealing with making arrangements and
. MEMORANDUM OF. (c) My date of birth: (d) My occupation: (e) My birthplace:
. MEMORANDUM OF The following information is meant to assist the executor of my estate and my family in carrying out my burial arrangements upon my death and/or to assist in clearing up all my matters
Family Records 1. Brenda C. Williams, Brittany Seamon, and Martie Gillen 2
FCS 7103 Family Records 1 Brenda C. Williams, Brittany Seamon, and Martie Gillen 2 This publication should be kept in a safe place known to adult members of your family and/or trusted friend(s). An additional
Death of a Loved One. The Deceased's Will or Trust Documents - The decedent may have had a will or trust. A copy of the will or trust will be
Death of a Loved One The death of a loved one is one of life s most difficult times and a time for reflection and grieving. However, it also triggers unique financial and tax events that must be dealt
PREPARING YOUR SURVIVORS FOR YOUR FINAL PCS DAV MSO PRESENTATION, Mrs. Charlene Wilde (703)
PREPARING YOUR SURVIVORS FOR YOUR FINAL PCS DAV MSO PRESENTATION, 2016 Mrs. Charlene Wilde cwilde@aafmaa.com (703) 707-4616 American Armed Forces Mutual Aid Association: Proudly serving America s Armed
Special Needs Lawyers, PA
Special Needs Lawyers, PA 901 Chestnut Street, Suite C Clearwater, Florida 33756 Phone: (727) 443-7898 Fax: (727) 631-0970 SpecialNeedsLawyers.com Travis D. Finchum, Esq. Board Certified in Elder Law Linda
Your Transition Planning Inventory
Your Transition Planning Inventory Prepared by Shannon L. Ferrell J.C. Hobbs Rod Jones Associate Professor, Agricultural Law Extension Tax Specialist Associate Professor, Agricultural Finance Adapted from
Emergency Financial First Aid Kit (EFFAK)
Emergency Financial First Aid Kit (EFFAK) Checklists and Forms September 2015 Household Identification Use this section to record important personal information for your household. This information can
A Guide for the Future
A Guide for the Future The gift of planning ahead is priceless and can provide tremendous value for those entrusted to carrying out your wishes. This booklet was created to capture the efforts you have
TRUST SETTLEMENT CLIENT QUESTIONNAIRE INSTRUCTIONS FOR COMPLETING THIS QUESTIONNAIRE
TRUST SETTLEMENT CLIENT QUESTIONNAIRE INSTRUCTIONS FOR COMPLETING THIS QUESTIONNAIRE This TRUST SETTLEMENT CLIENT QUESTIONNAIRE addresses information regarding the Trust Settlement for the Decedent as
What My Family Should Know. A Guide for Getting Your Affairs in Order
What My Family Should Know A Guide for Getting Your Affairs in Order NAME: DATE COMPLETED: 2013 Prevail Services Group, LLC 1 Foreword We cannot stress too often the importance of getting your personal
IDENTIFY AND ORGANIZE YOUR PERSONAL AFFAIRS
1-866-739-2372 (Toll-Free) www.youradrcresource.org IDENTIFY AND ORGANIZE YOUR PERSONAL AFFAIRS This guide will help you record the location of current documents, contact persons, possessions and miscellaneous
Prepared/Updated Client Name
Branch phone # 410-224-4848 Financial Organizer Checklist Prepared/Updated Client Name General Items Address & phone of key contacts (investment professional, insurance agent, doctors, Lawyers, CPA, etc.)
Important Documents Checklist
Important Documents Checklist Blue Cross and Blue Shield of Texas has prepared this suggested list of key personal documents everyone should gather, then keep somewhere secure like a bank lock box or home
FAMILY RECORDS WORKSHEET:
FAMILY RECORDS WORKSHEET: Asset Inventory and Personal Information This document will help you to organize information that will be helpful if there is an emergency or you become incapacitated and you
After the loss of a loved one. A guide to legal and emotional concerns
After the loss of a loved one A guide to legal and emotional concerns After the loss of a loved one A guide to legal and emotional concerns Crown copyright, Province of Nova Scotia, 2017 Contents Foreword...
LOVE LETTER TO MY FAMILY
LOVE LETTER TO MY FAMILY MY ESTATE PLANNER FROM: (Effective: ) 2448 S 102 nd St., Suite 130 West Allis, WI 53227 414-545-1890 ~www.hammernikassoc.com 2 Dear Loved Ones: In an attempt to simplify matters
A p l a n n i n g g u i d e f o r t h e e n d o f l i f e
Journey s End A planning guide for the end of life Journey s End A planning guide Table of Contents Personal Information... 1 Legal Information... 6 Professional Providers... 9 Financial Information...
Personal Document Locator
Lisa Gabriel, CFP, ChFC Senior Vice President 3235 Pinafore Drive Durham, NC 27705 314-458-5305 919-213-0458 lisa.gabriel@axiusfinancial.com www.axiusfinancial.com Personal Document Locator Prepared for:
IMPORTANT DOCUMENTS H-3
IMPORTANT DOCUMENTS H-3 A. KEEPING DOCUMENTS IN A SAFE PLACE Important documents should be kept in a safe place, in case of fire or theft. These include: a list of house, cottage and other property contents,
ESTATE PLANNING QUESTIONNAIRE
ESTATE PLANNING QUESTIONNAIRE Date Spouse #1 Email Work Phone Cell No. Pager Fax No. Home Phone Spouse #2 Email Work Phone Cell No. Pager Fax No. This form is important. Your accurate and complete responses
Cash When They Need It Most
Golden Promise golden promise gives your family Cash When They Need It Most Your family means the world to you. The last thing you want is to leave them with major expenses after you re gone. Golden Promise
Final Wishes Planning Guide
Final Wishes Planning Guide A personal guide Compliments of: Americo Financial Life and Annuity Insurance Company TO MY FAMILY AND FRIENDS I am aware of the emotional upset one may experience at a time
Financial Guidelines and Checklist for Family Members
What to Do When a Loved One Dies Financial Guidelines and Checklist for Family Members 440.740.0130 What to Do When a Loved One Dies Financial Guidelines and Checklist for Family Members Knowing what to
MILITARY SERVICE: Husband Wife
PERSONAL ESTATE RECORD FAMILY DATA: Husband Full Name Residence Birth Date Birth Place Date of Death S.S. No. Marital Status Wife Children Grandchildren PREVIOUS MARRIAGE(S): Date of Maiden Name Of Spouse
WORKBOOK. Record Keeper. This booklet provides you with a clear, precise record of your personal
Record Keeper E S TAT E PL A N N I NG WORKBOOK This booklet provides you with a clear, precise record of your personal and financial information. It can be used to prepare an estate plan and is also a
Final Wishes Planning Guide
Final Wishes Planning Guide A personal guide Compliments of: Americo Financial Life and Annuity Insurance Company To My FaMily and Friends I am aware of the emotional upset one may experience at a time
what now? After the death of a loved one a survivor s guide.
what now? After the death of a loved one a survivor s guide. CREATED EXCLUSIVELY FOR CHICAGO JEWISH FUNERALS I know and understand the death of a loved one is a difficult time. One has to navigate the
GOALS & NEEDS CHECKLIST
GOALS & NEEDS CHECKLIST Use this list to start the conversation about what is most important to your loved ones and what strengths they bring to bear. Goals Strengths To remain healthy and active To stay/move
Personal Document Locator
Munn & Morris Financial Advisors, Inc. Roy Gray, CFP 14180 Dallas Parkway Suite 530 Dallas, TX 75254 Office: 972-692-0909 Fax: 972-692-0910 Roy.Gray@RaymondJames.com www.munnmorris.com Personal Document
Social Security Benefits
The Funeral or Memorial Service In many respects, a funeral or memorial service is primarily for the living. It offers your friends and loved ones a time and place to show their love and respect. It is
Personal Document Locator
Furr & Associates Financial, Inc. CHUCK FURR, CFP 5575 Garden Village Way Greensboro, NC 27410 336-852-4554 cfurr@furrandassociates.com www.furrandassociates.com Personal Document Locator Page 1 of 7,
THINGS MY LOVED ONES NEED TO KNOW ABOUT ME
THINGS MY LOVED ONES NEED TO KNOW ABOUT ME Provided as a public service for older adults, persons with disabilities, and their caregivers by: Office on Aging Information and Assistance 1-800-510-2020 www.officeonaging.ocgov.com
Seven Steps to Handling Your Loved One s Estate
Seven Steps to Handling Your Loved One s Estate How to close out accounts, notify key authorities, access death benefits, and begin the probate or trust administration process after the loss of a loved
Personal Papers and Legal Documents
Page 1 of 5 Personal Papers and Legal Documents Being able to quickly find your important will help your spouse, children, or executor in the event you become incapacitated or pass away. It will also help
"I'm going to help you get your financial house in order. Basically, I want to help you do what you haven't done."
LIGHTHOUSE FINANCIAL STRATEGIES LTD. Personal Document Locator Prepared by Mike F. Moss, LUTCF "I'm going to help you get your financial house in order. Basically, I want to help you do what you haven't
NEXT STEPS: A GUIDE TO FINANCIAL RESPONSIBILITIES FOLLOWING LOSS.
NEXT STEPS: A GUIDE TO FINANCIAL RESPONSIBILITIES FOLLOWING LOSS. Next Steps: A GUIDE TO FINANCIAL RESPONSIBILITIES FOLLOWING LOSS. Losing a loved one can bring about a number of legal and financial concerns.
My Planner. These pages will serve as a guide in the event of my incapacity or death. Please begin by reading the first section, Letter to Loved Ones.
My Planner These pages will serve as a guide in the event of my incapacity or death. Please begin by reading the first section, Letter to Loved Ones. Name Date Table of Contents 1. Letter to Loved Ones...5